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1
Measurement: Scaling,
Reliability, Validity
CHAPTER 7
2
Chapter Objectives
 Know the characteristics and power of the
four types of scales- nominal, ordinal,
interval, and ratio.
 Know how and when to use the different
forms of rating scales and ranking scales.
 Explain stability and consistency and how
they are established.
 Discuss what “goodness” of measures means,
and why it is necessary to establish it in
research.
Scale
 Is a tool or mechanism by which
individuals are distinguished as to how
they differ from one another on the
variables of interest to our study.
3
scales
 There are four basic types of scales:
1. Nominal Scale
2. Ordinal Scale
3. Interval Scale
4. Ratio Scale
4
scales
 The degree of sophistication to
which the scales are fine-tuned
increases progressively as we move
from the nominal to the ratio scale.
 The information on the variables can be
obtained in greater detail when we
employ an interval or a ratio scale than
the other two scales.
5
scales
 With more powerful scales,
increasingly sophisticated data
analyses can be performed, which in
turn, means that more meaningful
answers can be found to our research
questions.
6
Nominal Scale
 A nominal scale is one that allows the researcher to assign
subjects to certain categories or groups.
 What is your department?
O Marketing O Maintenance O Finance
O Production O Servicing O Personnel
O Sales O Public Relations O Accounting
 What is your gender?
O Male
O Female
7
Nominal Scale
 For example, the variable of gender,
respondents can be grouped into two
categories- male and female.
 Notice that there are no third
category into which respondents
would normally fall.
8
Nominal Scale
 The information that can be
generated from nominal scaling is to
calculate the percentage (or frequency)
of males and females in our sample of
respondents.
9
Example 1
 Nominally scale the nationality of
individuals in a group of tourists to a country
during a certain year.
 We could nominally scale this variable in the
following mutually exclusive and
collectively exhaustive categories.
American Japanese
Russian Malaysian
Chinese German
Arabian Other
10
Example 1
 Note that every respondent has to fit
into one of the above categories and
that the scale will allow computation of
the numbers and percentages of
respondents that fit into them.
11
Ordinal Scale
 Ordinal scale: not only categorizes variables in such
a way as to denote differences among various
categories, it also rank-orders categories in some
meaningful way.
 What is the highest level of education you have
completed?
O Less than High School
O High School/GED Equivalent
O College Degree
O Masters Degree
O Doctoral Degree
12
Ordinal Scale
 The preference would be ranked ( from
best to worse; or from first to last) and
numbered as 1, 2, 3, and so on.
13
Example 2
 Rank the following five characteristics
in a job in terms of how important they
are for you.
You should rank the most important
item as 1, the next in importance a 2,
and so on, until you have ranked each
of them 1, 2, 3, 4, or 5.
14
Example 2 (Cont.)
 Job Characteristic Ranking
The opportunity provided by the job to:
1. Interacts with others _____
2. Use different skills _____
3. Complete a task to the end _____
4. Serve others _____
5. Work independently _____
15
Example 2 (Cont.)
 This scale helps the researcher to
determine the percentage of
respondents who consider interaction
with others as most important, those
who consider using a number of skills
as most important, and so on. Such
knowledge might help in designing jobs
that would be seen as most enriched by
the majority of the employees.
16
Example 2 (Cont.)
 We can see that the ordinal scale
provides more information than the
nominal scale. Even though differences
in the ranking of objects, persons are
clearly known, we do not know their
magnitude.
 This deficiency is overcome by interval
scaling.
17
18
Interval Scale
 Interval scale: whereas the nominal
scale allows us only to qualitatively
distinguish groups by categorizing them
into mutually exclusive and collectively
exhaustive sets, and the ordinal scale to
rank-order the preferences, the
interval scale lets us measure the
distance between any two points on the
scale.
Interval scale
19
© 2009 John Wiley & Sons Ltd.
www.wileyeurope.com/college/sekaran
Example 3a
 Indicate the extent to which you agree
with the following statements as they
relate to your job, by circling the
appropriate number against each,
using the scale given below.
strongly disagree 1, Disagree 2
Neither Agree Nor Disagree 3
Agree 4, Strongly Agree 5.
20
Example 3a (Cont.)
 The following opportunities offered by
the job are very important to me:
21
Interacting with others 1 2 3 4 5
Using a number of
different skills
1 2 3 4 5
Completing a task from
beginning to end
1 2 3 4 5
Serving others 1 2 3 4 5
Working independently 1 2 3 4 5
Example 3a (Cont.)
 Suppose that the employees circle the
numbers 3, 1, 2, 4, and 5 for the five items.
 The magnitude of difference represented
by the space between points 1 and 2 on the
scale is the same as the magnitude of
difference represented by the space between
points 4 and 5, or between any other two
points. Any number can be added to or
subtracted from the numbers on the scale,
still retaining the magnitude of the difference.
22
Example 3a (Cont.)
 If we add 6 to the five points on the
scale, the interval scale will have the
numbers 7, 8,….., 11 ( instead of 1 to
5).
 The magnitude of the difference
between 7 and 8 is still the same as
the magnitude of the difference
between 9 and 10. It has an arbitrary
origin. 23
24
24
Example 3b
 Circle the number that represents your feelings at this particular
moment best. There are no right or wrong answers. Please answer
every question.
1. I invest more in my work than I get out of it
I disagree completely 1 2 3 4 5 I agree completely
2. I exert myself too much considering what I get back in return
I disagree completely 1 2 3 4 5 I agree completely
3. For the efforts I put into the organization, I get much in return
I disagree completely 1 2 3 4 5 I agree completely
Ratio Scale
 Ratio scale: overcomes the
disadvantage of the arbitrary origin
point of the interval scale, in that it has
an absolute (in contrast to an arbitrary)
zero point, which is a meaningful
measurement point.
 What is your age?
26
Ratio Scale
26
Ratio Scale
 The ratio scale is the most powerful
of the four scales because it has a
unique zero origin ( not an
arbitrary origin).
 The differences between scales are
summarized in the next Figure.
27
The differences between
scales
28
Properties of the Four Scales
30
Developing Scales
 The four types of scales that can be used
to measure the operationally defined
dimensions and elements of a variable are:
Nominal, Ordinal, Interval, and Ratio
scales.
 It is necessary to examine the methods of
scaling (assigning numbers or symbols) to
elicit the attitudinal responses of subjects
toward objects, events, or persons.
31
Developing Scales
 Categories of attitudinal scales:
(not to be confused with the four
different types of scales)
 The Rating Scales
 The Ranking Scales
32
Developing Scales
 Rating scales have several response
categories and are used to elicit
responses with regard to the object,
event, or person studied.
 Ranking scales, make comparisons
between or among objects, events, or
persons and elicit the preferred choices
and ranking among them.
33
Rating Scales
 The following rating scales are often
used in organizational research.
1. Dichotomous scale
2. Category scale
3. Likert scale
4. Numerical scale
34
Rating Scales
5. Semantic differential scale
6. Itemized rating scale
7. Fixed or constant sum rating scale
8. Stapel scale
9. Graphic rating scale
10. Consensus scale
35
Dichotomous Scale
 Is used to elicit a Yes or No answer.
(Note that a nominal scale is used to
elicit the response)
 Example 4
Do you own a car? Yes No
36
Category Scale
 It uses multiple items to elicit a single
response.
 Example 5
Where in Jordan do you reside?
Amman
Mafraq
Irbid
Zarqa
Other
37
Likert Scale
 Is designed to examine how strongly
subjects agree or disagree with
statements on a 5-point scale as
following:
_________________________________
Strongly Neither Agree Strongly
Disagree Disagree Nor Disagree Agree Agree
1 2 3 4 5
______________________________________________________
38
Likert Scale
 This is an Interval scale and the
differences in responses between any
two points on the scale remain the
same.
39
Semantic Differential Scale
 We use this scale when several
attributes are identified at the
extremes of the scale. For instance,
the scale would employ such terms as:
Good – Bad
Strong – Weak
Hot – Cold
40
Semantic Differential Scale
 This scale is treated as an Interval
scale.
 Example 6
What is your opinion on your supervisor?
Responsive--------------Unresponsive
Beautiful-----------------Ugly
Courageous-------------Timid
41
Numerical Scale
 Is similar to the semantic differential scale,
with the difference that numbers on a 5-
points or 7-points scale are provided, as
illustrated in the following example:
How pleased are you with your new job?
Extremely Extremlely
pleased 5 4 3 2 1 displeased
42
Itemized Rating Scale
 A 5-point or 7-point scale is provided for each item
and the respondent states the appropriate number on
the side of each item. This uses an Interval Scale.
 Example 7(i)
Respond to each item using the scale below, and indicate your
response number on the line by each item.
1 2 3 4 5
Very unlikely unlikely neither likely very likely
unlikely nor
likely
--------------------------------------------------------------------------------
I will be changing my job in the near future. --------
43
Itemized Rating Scale
 Note that the above is balanced
rating with a neutral point.
 The unbalance rating scale which
does not have a neutral point, will be
presented in the following example.
44
Itemized Rating Scale
 Example 7(ii)
Circle the number that is closest to how you
feel for the item below:
Not at all Somewhat Moderately Very much
interested interested interested interested
1 2 3 4
--------------------------------------------------------------------------------
How would you rate your interest 1 2 3 4
In changing current organizational
Policies?
45
Fixed or Constant Sum Scale
 The respondents are asked to distribute a
given number of points across various items.
 Example : In choosing a toilet soap, indicate the importance
you attach to each of the following five aspects by allotting
points for each to total 100 in all.
Fragrance -----
Color -----
Shape -----
Size -----
_________
Total points 100
This is more in the nature of an ordinal scale.
46
Stapel Scale
 This scale simultaneously measures
both the direction and intensity of
the attitude toward the items under
study. The characteristic of interest
to the study is placed at the center
and a numerical scale ranging, say from
+3 to – 3, on either side of the item as
illustrated in the following example:
47
Example 8: Stapel Scale
 State how you would rate your supervisor’s abilities with respect
to each of the characteristics mentioned below, by circling the
appropriate number.
+3 +3 +3
+2 +2 +2
+1 +1 +1
Adopting modern Product Interpersonal
Technology Innovation Skills
- 1 - 1 - 1
- 2 - 2 - 2
- 3 - 3 - 3
48
Graphic Rating Scale
 A graphical representation helps the
respondents to indicate on this scale
their answers to a particular question
by placing a mark at the appropriate
point on the line, as in the following
example:
49
Graphic Rating Scale
 Example 9
 On a scale of 1 to 10, how would you
rate your supervisor?
5
1
10
50
Ranking Scales
 Are used to tap preferences between
two or among more objects or items
(ordinal in nature). However, such
ranking may not give definitive clues
to some of the answers sought.
51
Ranking Scales
 Example 10
There are 4 product lines, the manager seeks
information that would help decide which product line
should get the most attention.
Assume:
35% of respondents choose the 1st product.
25% of respondents choose the 2nd product.
20% of respondents choose the 3rd product.
20% of respondents choose the 4th product.
100%
52
Ranking Scales
 The manager cannot conclude that the first
product is the most preferred. Why?
 Because 65% of respondents did not choose
that product. We have to use alternative
methods like Forced Choice, Paired
Comparisons, and the Comparative Scale.
 We will describe the Forced Choice as an
example.
53
Forced Choice
 The forced choice enables respondents
to rank objects relative to one another,
among the alternative provided. This is
easier for the respondents, particularly
if the number of choice to be ranked is
limited in number.
54
Forced Choice
 Example 11
Rank the following newspapers that you
would like to subscribe to in the order of
preference, assigning 1 for the most
preferred choice and 5 for the least preferred.
•
Dawn
-----
•
Jang
----
•
Naw-e-waqat
--

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200-CHAPTER-7.pptx

  • 2. 2 Chapter Objectives  Know the characteristics and power of the four types of scales- nominal, ordinal, interval, and ratio.  Know how and when to use the different forms of rating scales and ranking scales.  Explain stability and consistency and how they are established.  Discuss what “goodness” of measures means, and why it is necessary to establish it in research.
  • 3. Scale  Is a tool or mechanism by which individuals are distinguished as to how they differ from one another on the variables of interest to our study. 3
  • 4. scales  There are four basic types of scales: 1. Nominal Scale 2. Ordinal Scale 3. Interval Scale 4. Ratio Scale 4
  • 5. scales  The degree of sophistication to which the scales are fine-tuned increases progressively as we move from the nominal to the ratio scale.  The information on the variables can be obtained in greater detail when we employ an interval or a ratio scale than the other two scales. 5
  • 6. scales  With more powerful scales, increasingly sophisticated data analyses can be performed, which in turn, means that more meaningful answers can be found to our research questions. 6
  • 7. Nominal Scale  A nominal scale is one that allows the researcher to assign subjects to certain categories or groups.  What is your department? O Marketing O Maintenance O Finance O Production O Servicing O Personnel O Sales O Public Relations O Accounting  What is your gender? O Male O Female 7
  • 8. Nominal Scale  For example, the variable of gender, respondents can be grouped into two categories- male and female.  Notice that there are no third category into which respondents would normally fall. 8
  • 9. Nominal Scale  The information that can be generated from nominal scaling is to calculate the percentage (or frequency) of males and females in our sample of respondents. 9
  • 10. Example 1  Nominally scale the nationality of individuals in a group of tourists to a country during a certain year.  We could nominally scale this variable in the following mutually exclusive and collectively exhaustive categories. American Japanese Russian Malaysian Chinese German Arabian Other 10
  • 11. Example 1  Note that every respondent has to fit into one of the above categories and that the scale will allow computation of the numbers and percentages of respondents that fit into them. 11
  • 12. Ordinal Scale  Ordinal scale: not only categorizes variables in such a way as to denote differences among various categories, it also rank-orders categories in some meaningful way.  What is the highest level of education you have completed? O Less than High School O High School/GED Equivalent O College Degree O Masters Degree O Doctoral Degree 12
  • 13. Ordinal Scale  The preference would be ranked ( from best to worse; or from first to last) and numbered as 1, 2, 3, and so on. 13
  • 14. Example 2  Rank the following five characteristics in a job in terms of how important they are for you. You should rank the most important item as 1, the next in importance a 2, and so on, until you have ranked each of them 1, 2, 3, 4, or 5. 14
  • 15. Example 2 (Cont.)  Job Characteristic Ranking The opportunity provided by the job to: 1. Interacts with others _____ 2. Use different skills _____ 3. Complete a task to the end _____ 4. Serve others _____ 5. Work independently _____ 15
  • 16. Example 2 (Cont.)  This scale helps the researcher to determine the percentage of respondents who consider interaction with others as most important, those who consider using a number of skills as most important, and so on. Such knowledge might help in designing jobs that would be seen as most enriched by the majority of the employees. 16
  • 17. Example 2 (Cont.)  We can see that the ordinal scale provides more information than the nominal scale. Even though differences in the ranking of objects, persons are clearly known, we do not know their magnitude.  This deficiency is overcome by interval scaling. 17
  • 18. 18 Interval Scale  Interval scale: whereas the nominal scale allows us only to qualitatively distinguish groups by categorizing them into mutually exclusive and collectively exhaustive sets, and the ordinal scale to rank-order the preferences, the interval scale lets us measure the distance between any two points on the scale.
  • 19. Interval scale 19 © 2009 John Wiley & Sons Ltd. www.wileyeurope.com/college/sekaran
  • 20. Example 3a  Indicate the extent to which you agree with the following statements as they relate to your job, by circling the appropriate number against each, using the scale given below. strongly disagree 1, Disagree 2 Neither Agree Nor Disagree 3 Agree 4, Strongly Agree 5. 20
  • 21. Example 3a (Cont.)  The following opportunities offered by the job are very important to me: 21 Interacting with others 1 2 3 4 5 Using a number of different skills 1 2 3 4 5 Completing a task from beginning to end 1 2 3 4 5 Serving others 1 2 3 4 5 Working independently 1 2 3 4 5
  • 22. Example 3a (Cont.)  Suppose that the employees circle the numbers 3, 1, 2, 4, and 5 for the five items.  The magnitude of difference represented by the space between points 1 and 2 on the scale is the same as the magnitude of difference represented by the space between points 4 and 5, or between any other two points. Any number can be added to or subtracted from the numbers on the scale, still retaining the magnitude of the difference. 22
  • 23. Example 3a (Cont.)  If we add 6 to the five points on the scale, the interval scale will have the numbers 7, 8,….., 11 ( instead of 1 to 5).  The magnitude of the difference between 7 and 8 is still the same as the magnitude of the difference between 9 and 10. It has an arbitrary origin. 23
  • 24. 24 24 Example 3b  Circle the number that represents your feelings at this particular moment best. There are no right or wrong answers. Please answer every question. 1. I invest more in my work than I get out of it I disagree completely 1 2 3 4 5 I agree completely 2. I exert myself too much considering what I get back in return I disagree completely 1 2 3 4 5 I agree completely 3. For the efforts I put into the organization, I get much in return I disagree completely 1 2 3 4 5 I agree completely
  • 25. Ratio Scale  Ratio scale: overcomes the disadvantage of the arbitrary origin point of the interval scale, in that it has an absolute (in contrast to an arbitrary) zero point, which is a meaningful measurement point.  What is your age? 26
  • 27. Ratio Scale  The ratio scale is the most powerful of the four scales because it has a unique zero origin ( not an arbitrary origin).  The differences between scales are summarized in the next Figure. 27
  • 29. Properties of the Four Scales
  • 30. 30 Developing Scales  The four types of scales that can be used to measure the operationally defined dimensions and elements of a variable are: Nominal, Ordinal, Interval, and Ratio scales.  It is necessary to examine the methods of scaling (assigning numbers or symbols) to elicit the attitudinal responses of subjects toward objects, events, or persons.
  • 31. 31 Developing Scales  Categories of attitudinal scales: (not to be confused with the four different types of scales)  The Rating Scales  The Ranking Scales
  • 32. 32 Developing Scales  Rating scales have several response categories and are used to elicit responses with regard to the object, event, or person studied.  Ranking scales, make comparisons between or among objects, events, or persons and elicit the preferred choices and ranking among them.
  • 33. 33 Rating Scales  The following rating scales are often used in organizational research. 1. Dichotomous scale 2. Category scale 3. Likert scale 4. Numerical scale
  • 34. 34 Rating Scales 5. Semantic differential scale 6. Itemized rating scale 7. Fixed or constant sum rating scale 8. Stapel scale 9. Graphic rating scale 10. Consensus scale
  • 35. 35 Dichotomous Scale  Is used to elicit a Yes or No answer. (Note that a nominal scale is used to elicit the response)  Example 4 Do you own a car? Yes No
  • 36. 36 Category Scale  It uses multiple items to elicit a single response.  Example 5 Where in Jordan do you reside? Amman Mafraq Irbid Zarqa Other
  • 37. 37 Likert Scale  Is designed to examine how strongly subjects agree or disagree with statements on a 5-point scale as following: _________________________________ Strongly Neither Agree Strongly Disagree Disagree Nor Disagree Agree Agree 1 2 3 4 5 ______________________________________________________
  • 38. 38 Likert Scale  This is an Interval scale and the differences in responses between any two points on the scale remain the same.
  • 39. 39 Semantic Differential Scale  We use this scale when several attributes are identified at the extremes of the scale. For instance, the scale would employ such terms as: Good – Bad Strong – Weak Hot – Cold
  • 40. 40 Semantic Differential Scale  This scale is treated as an Interval scale.  Example 6 What is your opinion on your supervisor? Responsive--------------Unresponsive Beautiful-----------------Ugly Courageous-------------Timid
  • 41. 41 Numerical Scale  Is similar to the semantic differential scale, with the difference that numbers on a 5- points or 7-points scale are provided, as illustrated in the following example: How pleased are you with your new job? Extremely Extremlely pleased 5 4 3 2 1 displeased
  • 42. 42 Itemized Rating Scale  A 5-point or 7-point scale is provided for each item and the respondent states the appropriate number on the side of each item. This uses an Interval Scale.  Example 7(i) Respond to each item using the scale below, and indicate your response number on the line by each item. 1 2 3 4 5 Very unlikely unlikely neither likely very likely unlikely nor likely -------------------------------------------------------------------------------- I will be changing my job in the near future. --------
  • 43. 43 Itemized Rating Scale  Note that the above is balanced rating with a neutral point.  The unbalance rating scale which does not have a neutral point, will be presented in the following example.
  • 44. 44 Itemized Rating Scale  Example 7(ii) Circle the number that is closest to how you feel for the item below: Not at all Somewhat Moderately Very much interested interested interested interested 1 2 3 4 -------------------------------------------------------------------------------- How would you rate your interest 1 2 3 4 In changing current organizational Policies?
  • 45. 45 Fixed or Constant Sum Scale  The respondents are asked to distribute a given number of points across various items.  Example : In choosing a toilet soap, indicate the importance you attach to each of the following five aspects by allotting points for each to total 100 in all. Fragrance ----- Color ----- Shape ----- Size ----- _________ Total points 100 This is more in the nature of an ordinal scale.
  • 46. 46 Stapel Scale  This scale simultaneously measures both the direction and intensity of the attitude toward the items under study. The characteristic of interest to the study is placed at the center and a numerical scale ranging, say from +3 to – 3, on either side of the item as illustrated in the following example:
  • 47. 47 Example 8: Stapel Scale  State how you would rate your supervisor’s abilities with respect to each of the characteristics mentioned below, by circling the appropriate number. +3 +3 +3 +2 +2 +2 +1 +1 +1 Adopting modern Product Interpersonal Technology Innovation Skills - 1 - 1 - 1 - 2 - 2 - 2 - 3 - 3 - 3
  • 48. 48 Graphic Rating Scale  A graphical representation helps the respondents to indicate on this scale their answers to a particular question by placing a mark at the appropriate point on the line, as in the following example:
  • 49. 49 Graphic Rating Scale  Example 9  On a scale of 1 to 10, how would you rate your supervisor? 5 1 10
  • 50. 50 Ranking Scales  Are used to tap preferences between two or among more objects or items (ordinal in nature). However, such ranking may not give definitive clues to some of the answers sought.
  • 51. 51 Ranking Scales  Example 10 There are 4 product lines, the manager seeks information that would help decide which product line should get the most attention. Assume: 35% of respondents choose the 1st product. 25% of respondents choose the 2nd product. 20% of respondents choose the 3rd product. 20% of respondents choose the 4th product. 100%
  • 52. 52 Ranking Scales  The manager cannot conclude that the first product is the most preferred. Why?  Because 65% of respondents did not choose that product. We have to use alternative methods like Forced Choice, Paired Comparisons, and the Comparative Scale.  We will describe the Forced Choice as an example.
  • 53. 53 Forced Choice  The forced choice enables respondents to rank objects relative to one another, among the alternative provided. This is easier for the respondents, particularly if the number of choice to be ranked is limited in number.
  • 54. 54 Forced Choice  Example 11 Rank the following newspapers that you would like to subscribe to in the order of preference, assigning 1 for the most preferred choice and 5 for the least preferred. • Dawn ----- • Jang ---- • Naw-e-waqat --